Docs/Core workflows

Inspections

Inspections in IssuesId are reusable checklists that produce signed, exportable handover packs. Build a template once, run it on every job, and export a PDF the client can countersign.

Templates

A template is a reusable inspection definition. Common categories:

  • Safety inspections — daily / weekly site walks.
  • Quality inspections — trade-specific pre-handover checks.
  • Pre-completion (PC) inspections — full handover sweep.

Each template has sections, items, and an optional pass criteria per item. Items can require a photo, a measurement, or a signature.

Running an inspection

  1. 01From the project, tap Start inspection and pick a template.
  2. 02Walk the area, ticking items as you go.
  3. 03For failed items, capture a photo and a note — IssuesId will create a linked defect automatically.
  4. 04Sign off when complete. Optionally collect a co-signature from the trade or client present.

If you go offline mid-inspection, your progress is preserved locally and syncs the moment you're back online.

Failed items become defects

This is the link that ties inspections to the defect register:

  • Tick Fail on a checklist item.
  • Add a photo, note, and trade.
  • A new defect is created, linked back to this inspection.
  • Closing the defect updates the inspection record.

No re-keying. No drift between the checklist and the register.

Sign-off and PDF export

When an inspection is complete:

  • Digitally sign with a finger or stylus.
  • Optionally request a counter-signature from the client.
  • Export a PDF pack that includes the checklist, all evidence photos, all linked defects, and signatures.

The PDF is timestamped and immutable — what you exported is what was signed.

Scheduled inspections

For recurring safety or QA walks:

  • Schedule a template to run weekly, per pour, or per level completion.
  • Assignees receive a notification when an inspection is due.
  • Missed inspections are flagged in the project dashboard.

What to read next

  • Defects — the lifecycle of items raised from failed checks.
  • Work orders — convert a batch of failed items into a single trade engagement.